Brian Matlock Email & Phone Number
Portfolio Consultant @ Mercer Advisors
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Brian Matlock Location
- Texas, United States
Brian Matlock Work
- Portfolio Consultant @ (August 2023 - Present)
- Trading and Operations @ Steward Wealth Management (May 2019 - July 2023)
- Relationship Manager @ (August 2013 - May 2019)
- Investment Advisor Representative @ (October 2011 - April 2013)
- Operations Specialist @ (November 2010 - April 2011)
- Accounting @ Range Online Media an iProspect Co. (May 2010 - August 2010)
- 4 Institutional Sales titles @ (May 2005 - December 2009)
- 5 Retail Relationship Management titles in Financial Services @ (August 1991 - April 2005)
Brian Matlock Education
- Mays Business School - Texas A&M University
BBA (Finance)
1986-1991 - LHHS 1983-1986
- Dallas Theological Seminary
Brian Matlock Skills
- Mutual Funds
- Investment Advisory
- Risk Management
- Financial Planning
- Wealth Management
- Strategic Financial Planning
- Tax Management
- Relationship Management
- Leadership
- Management
- Personal Financial Planning
- Uniform Combined State Law
- Gifting Strategies
- Tactical Asset Allocation
- Saving for Education
- Series 66
- Retirement Planning
- Series 7
- Financial Services
- Www
- Investments
- Training
- Financial Analysis
- Account Management
Brian Matlock Summary
- Brian Matlock, based in Texas, United States, is currently a Portfolio Consultant at Mercer Advisors. Brian Matlock brings experience from previous roles at Steward Wealth Management, TD Ameritrade Institutional, LPL Financial and H.D. Vest Financial Services. Brian Matlock holds a 1986 - 1991 BBA in Finance @ Mays Business School - Texas A&M University. With a robust skill set that includes Mutual Funds, Investment Advisory, Risk Management, Financial Planning, Wealth Management and more. Brian Matlock has 3 emails and 2 mobile phone numbers on RocketReach.
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